Events for December 5, 2024 - Thursday, March 20

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4th Annual Performance and Risk Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

Fall 2019 Employment Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Join the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow.

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Career Development

No Average Strategy: Increasing Returns While Managing Risk

Webinar

Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion. During the session, Dr. Szado, Associate Professor of Finance with the Providence College School of Business, will elaborate on his research, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large.

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Sponsored Event*

Women & Wealth: Discussion with Barbara Stewart, CFA

CFA Society New York 1540 Broadway, New York City, NY, United States

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women's financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

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Private Wealth Management
Featured Featured

ETF Synapse Conference 2019

CFA Society New York 1540 Broadway, New York City, NY, United States

Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education.

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Institutional Asset Management, Sponsored Event*

CFANY Fourth Annual Global Macro Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

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Alternative Investments

Meet the Board and Nominations Committee Nominees

CFA Society New York 1540 Broadway, New York City, NY, United States

CFA Society New York members are invited to join the Board, Society leadership, and members of the Nominations Committee as they introduce the 2019 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees, as well as interact with CFANY staff and representatives of the current Board.

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2020 Quant Outlook on Value Investing

CFA Society New York 1540 Broadway, New York City, NY, United States

Hear from a quant perspective on value investing in 2020 from academics and strategists. Alessio de Longis will explore Value’s failure and discuss potential enhancements, followed by a panel who will take a discerning look forward.

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Other Industry Events

Emerging Manager Summit

CFA Society New York 1540 Broadway, New York City, NY, United States

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Alternative Investments, Business Management

Frontier Markets and the BUILD Act

CFA Society New York 1540 Broadway, New York City, NY, United States

With the passage of the BUILD Act in October 2018, the Overseas Private Investment Corporation (OPIC) will have its investment mandate expanded from $30 billion to $60 billion to invest in private markets in frontier markets of the developing world.

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Global Investing Group

The Search for Returns: Niche Investment Strategies

CFA Society New York 1540 Broadway, New York City, NY, United States

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/ trends and are often private and relatively illiquid.

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Alternative Investments

2020 Annual Meeting

CFA Society New York 1540 Broadway, New York City, NY, United States

The Annual Meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee.

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Membership Committee

2020 Kickoff Awards Ceremony

CFA Society New York 1540 Broadway, New York City, NY, United States

Evening will consist of: (1) Recap of 2020 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2020 Kick Off Party.

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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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